See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,510 | $106,515+2.8% | $96,683+13.3% | $139,434-21.5% |
| Participation rate | 78.3% | 77.8%+0.4pp | 74.3%+3.9pp | 80.3%-2.1pp |
| Annual return | 46.64% | 38.43%+8.2pp | 35.69%+10.9pp | 372.94%-326.3pp |
| Employer contribution / active EE | $1,422 | $4,103-65.3% | $3,737-61.9% | $4,751-70.1% |
| Participant deferral / active EE | $1,768 | $5,454-67.6% | $4,878-63.8% | $6,710-73.7% |
| Admin fee / account holder | $2,633 | $7,877-66.6% | $6,730-60.9% | $11,403-76.9% |